Add folders to organized signed documents
As a new user, I'm finding the list of "signed" documents is getting quite long and a bit unmanageable. It'd be great to create folders to organize by date or client so they're easier to find
Agreed. We intend to use this for customer agreements, NDA's, leases, and eventually, other confidential agreements. It is critical to our continued use of the system to be able to categorize these signed agreements and assign different access capabilities to certain folders. We are hoping to use our enterprise license across multiple business lines. While the system will certainly help streamline the signing process, the benefit is nearly nullified by the lack of organizational ability once those documents are signed.
This seems like a no brainer. We have hundreds of agreements and although Echosign's integration with Salesforce allows us to organize customer contracts, we use Echosign for all sorts of non-customer documents that need to be organized within Echosign's manage tab.